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Perpetual Limited — Investor Relations & Filings

Ticker · PPT ISIN · AU000000PPT9 LEI · 549300US8OE0UQWXPO82 ASX Financial and insurance activities
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Filings indexed 6,634 across all filing types
Latest filing 2024-04-09 Regulatory Filings
Country AU Australia
Listing ASX PPT

About Perpetual Limited

https://www.perpetual.com.au/

Perpetual Limited is a financial services organization providing asset management, wealth management, and corporate trustee services. The company operates a multi-boutique asset management business, offering investment products and portfolio management to a global client base. Its wealth management division delivers financial advice and planning for high-net-worth individuals, families, and businesses. As a provider of corporate trustee services, it offers solutions for fixed income and debt markets. The firm also provides philanthropic and advisory services. Founded in 1886, the company focuses on creating enduring prosperity and building long-term, trusted client relationships.

Recent filings

Filing Released Lang Actions
Form 8.3 - Virgin Money UK plc
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and recent dealings in Virgin Money UK plc by Perpetual Limited. This type of disclosure is a specific regulatory requirement and does not fit into categories like Annual Reports, Earnings Releases, or M&A activity announcements themselves, but rather serves as a mandatory regulatory notification.
2024-04-09 English
Form 8.3 - Virgin Money UK plc
Major Shareholding Notification Classification · 100% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details the interests and dealings in relevant securities by a person or entity (Perpetual Limited) holding 1% or more in an offeror or offeree (Virgin Money UK plc). This type of disclosure is specifically categorized as a Major Shareholding Notification (MRQ) because it tracks significant ownership changes and dealings related to takeover activity.
2024-04-09 English
Form 8.3 - Virgin Money UK plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing under the UK Takeover Code. It details shareholdings and dealings by a person with interests in relevant securities representing 1% or more in the context of an M&A offer (Virgin Money UK plc). While it relates to M&A activity, it is specifically a 'Major Shareholding Notification' regarding the disclosure of positions and dealings during an offer period, which fits the 'MRQ' category for major shareholding notifications.
2024-04-09 English
Form 8.3 - Virgin Money UK plc
Major Shareholding Notification Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory requirement under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. This specific form is used to disclose positions and dealings in the context of M&A activity. Since it is a regulatory disclosure regarding shareholdings and dealings related to a takeover, it falls under the category of Major Shareholding Notification (MRQ), which covers notifications of significant share ownership levels and related disclosures.
2024-04-09 English
Form 8.3 - Virgin Money UK PLC
Regulatory Filings Classification · 95% confidence The document is a 'Form 8.3' disclosure, which is a standard regulatory filing required under the UK Takeover Code for persons with interests in relevant securities representing 1% or more of an offeror or offeree. It details shareholdings and dealings in Virgin Money UK plc by Perpetual Limited. This type of disclosure is a specific regulatory requirement for M&A-related activity and does not fit into other categories like M&A announcements (TAR) or director dealings (DIRS) specifically, making it a regulatory filing.
2024-04-09 English
Appendix 3Y - N Fox 2 pages 274.9KB
Director's Dealing Classification · 100% confidence The document is titled 'Appendix 3Y Change of Director’s Interest Notice' and references ASX listing rule 3.19A.2 and section 205G of the Corporations Act. It details the change in securities held by a director, including the number of shares before and after the change, the nature of the change, and the consideration paid. This is a clear report of a personal share transaction by a company director. The document length is 3749 characters, which is consistent with a detailed director's dealing notice. There is no indication that this is an announcement of a report or a certification. Therefore, the document fits the definition of Director's Dealing (DIRS).
2024-04-09 English

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